Pippa Oldfield

Senior Paraplanner & Assistant Manager

Mazars

Leeds

mazars.co.uk

I am a Paraplanner at Mazars Financial Planning, a top 5 Financial Planning firm in the UK as named by The Financial Times. I work alongside the Financial Planners to help clients make the most out of their time and money.

I have spent my career developing specialist technical knowledge in a range of complex planning areas, but ultimately I am interested in helping clients answer the fundamental questions; will they be able to live the life they want, when can they achieve financial independence, will they be able to help their children out financially? Money is an emotive and complex subject, but it should be an enabler, rather than a driver.

I am also passionate about raising professional standards and helping others develop their knowledge and skills to be the best they can be.

I am a Chartered Financial Planner and PFS Fellow, and in 2020 I was awarded the CISI Paraplanner of the Year.

Financial Planning has the power to change lives by:

  • Helping clients navigate life changes with confidence and peace of mind
  • Enabling clients to do more of what they want, less of what they don’t
  • Educating and coaching clients and their families to help them make sensible financial decisions.

Content by Pippa Oldfield

Using real life client scenarios is a powerful training strategy

When I was asked to mentor three future financial planners, I initially found the prospect quite daunting. How would I inspire them?

Read more…